Dynamo Internacional Gestao De Recursos Ltda. Portfolio Holdings

Dynamo Internacional Gestao De Recursos Ltda.

  • $415 Million
  • Q1 2025

Dynamo Internacional Gestao De Recursos Ltda. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $415 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $158M, Nu Holdings Ltd. with a value of $93.4M, Vale S.A. with a value of $25.4M, Vtex with a value of $7.6M, and Rio Tinto PLC with a value of $7.6M.

Examining the 13F form we can see an decrease of $18.7M in the current position value, from $434M to 415M.

Dynamo Internacional Gestao De Recursos Ltda. is based out at Rio De Janeiro, D5

Below you can find more details about Dynamo Internacional Gestao De Recursos Ltda. portfolio as well as his latest detailed transactions.

Portfolio value $415 Million
Consumer Cyclical: $207 Million
Financial Services: $117 Million
Basic Materials: $83.3 Million
Technology: $7.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$158 Million 37.98% of portfolio
80,816
Q4 2024 Added 74.0%
$42.6B
$93.4 Million 22.5% of portfolio
9,118,415
Q4 2024 Reduced 47.84%
$43.9B
$25.4 Million 6.12% of portfolio
2,545,990
Q4 2024 Added 47.46%
$548M
$7.6 Million 1.83% of portfolio
1,498,221
Q4 2024 Reduced 35.28%
$96.4B
$7.6 Million 1.83% of portfolio
126,459
Q4 2024 Added 57.38%
$12.5B
$3.62 Million 0.87% of portfolio
389,234
Q4 2024 Reduced 10.64%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $415 Million
  • Prior Value $434 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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